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Added 10 mins ago
Retail/Taproom Team Lead, Creemore
Molson Coors
Creemore, ON
…the on-site “go to” person. They will work closely with the Brand Homes Operations Manager to ensure all daily tasks and responsibilities are completed. Their function is to lead by…
Added 10 mins ago
Assistant Taproom Manager, Granville Island Brewing
Molson Coors
Vancouver, BC
Reporting directly to our Brand Homes Operations Manager, it is expected that the successful applicant for this role takes responsibility for our frontline staff – hosts, servers and…
Added 24 mins ago
B
Production Designer
BrandActive
Toronto, ON
- $52,500 to $78,500 CAD / year
- Contract
…the world’s most valuable brands plan, budget, and implement brand change - optimizing spend, improving efficiency, and reducing complexity along the…
Added 24 mins ago
MR
Merchandiser
Match Retail
Windsor, ON
- Contract
Merchandise display machines and stock per brand guidelines
Added 1 hour ago
OM
Spécialiste en acquisition de talents
Omnicom Media
Montreal, QC
- Full-time
Added 1 hour ago
AC
Hourly Supervisor- Subway TRU
Aramark Canada
Kamloops, BC
- Full-time
…experienced Subway professional who can lead the team, maintain brand standards, and ensure operational priorities are consistently…
Added 1 hour ago
GC
Sales and Service - Garden Supplies - Lougheed
GARDENWORKS Canada
Lougheed, AB
- Full-time
…guest service, and operational excellence. As the Department Manager for Garden Supplies, you’ll oversee the daily operations of the department - ensuring efficient inventory flow,…
Added 1 hour ago
LC
Front Store Manager, Salaried Full Time Day
Loblaw Companies Limited
Sarnia, ON
- Full-time
The Front Store Manager (FSM) is responsible for managing the overall Front Store’s performance. The Front Store includes all areas of the store, including cosmetics, excluding Pharmacy.…
Added 1 hour ago
SD
Post Office Manager, Hourly Full Time Day
Shoppers Drug Mart
Williams Lake, BC
- Full-time
…retail industry while working for an award-winning national brand. Benefit from a purchase discount program, competitive pay and online learning through…
Added 1 hour ago
MA
Country Manager, Indochina
Malaysia Airlines
AB · Alberta, Canada
- Full-time
The Country Manager for Indochina (Vietnam, Cambodia and Myanmar) drives Malaysia Airlines’ growth, revenue, and brand presence in the region. This role leads and develops the local team,…
Added 1 hour ago
K
Seasonal Sales Associate (Toronto Eaton Centre)
Knix
Toronto, ON
- $19.7 CAD / hour
- Temporary
Knix is an award-winning intimate apparel and activewear brand that is re-inventing intimates for real life. Through our innovative products and our engaged community, we are empowering…
Added 1 hour ago
K
Seasonal Sales Associate (Conestoga Mall)
Knix
Waterloo, ON
- $18.95 CAD / hour
- Temporary
Knix is an award-winning intimate apparel and activewear brand that is re-inventing intimates for real life. Through our innovative products and our engaged community, we are empowering…
Added 1 hour ago
K
Seasonal Sales Associate (Sherway Gardens)
Knix
Toronto, ON · Etobicoke, ON
- $19.7 CAD / hour
- Temporary
Knix is an award-winning intimate apparel and activewear brand that is re-inventing intimates for real life. Through our innovative products and our engaged community, we are empowering…
Added 1 hour ago
K
Seasonal Sales Associate (Robson)
Knix
Vancouver, BC
- $19.7 CAD / hour
- Temporary
Knix is an award-winning intimate apparel and activewear brand that is re-inventing intimates for real life. Through our innovative products and our engaged community, we are empowering…
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Langley (District), BC · City of Langley, BC
- $16 to $25.8 CAD / hour
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 1 hour ago
K
Seasonal Sales Associate (West 4th)
Knix
Vancouver, BC
- $19.7 CAD / hour
- Temporary
Knix is an award-winning intimate apparel and activewear brand that is re-inventing intimates for real life. Through our innovative products and our engaged community, we are empowering…
Added 1 hour ago
K
Sr. Brand Manager (KT by Knix)
Knix
Toronto, ON
- From $110,000 CAD / year
- Full-time
Knix is an award-winning intimate apparel and activewear brand that is re-inventing intimates for real life. Through our innovative products and our engaged community, we are empowering…
Added 1 hour ago
DB
Alterations Specialist
David's Bridal
Langley (District), BC · City of Langley, BC
- $21.55 to $23.9 CAD / hour
- Full-time
…the high standards of David’s Bridal and reports to the Store Manager. S/he is responsible for exemplifying friendly, knowledgeable, and technical expertise and providing superior customer…
Added 1 hour ago
K
Assistant Store Manager - Halifax Shopping Centre
Knix
Halifax, NS
- Full-time
As an Assistant Store Manager at Knix, you bring our brand to life through how you lead and connect every day. You have a natural pulse on what our customers want and create a welcoming,…
Added 1 hour ago
K
Seasonal Sales Associate (Mission)
Knix
Calgary, AB
- $19.7 CAD / hour
- Temporary
Knix is an award-winning intimate apparel and activewear brand that is re-inventing intimates for real life. Through our innovative products and our engaged community, we are empowering…
Added 1 hour ago
K
Seasonal Sales Associate (Southgate)
Knix
AB · Edmonton, AB
- $19.7 CAD / hour
- Temporary
Knix is an award-winning intimate apparel and activewear brand that is re-inventing intimates for real life. Through our innovative products and our engaged community, we are empowering…
Added 1 hour ago
C
Manager - Software Engineering
CARFAX
London, ON
- $114,000 to $164,000 CAD / year
- Full-time
Join Team CARFAX as Manager Software Engineering
Added 2 hours ago
MR
Merchandiser
Match Retail
Edmundston, NB
- Contract
Merchandise display machines and stock per brand guidelines
Added 2 hours ago
MR
Merchandiser (Edmunston, NB)
Match Retail
Edmundston, NB
- Contract
Merchandise display machines and stock per brand guidelines
Added 2 hours ago
BL
Branch Manager
Brunswick Lift Rentals
Stoney Creek, NB
- Full-time
…today's fast-paced market. With years of experience providing top-brand aerial lift and material handling equipment, we continue to grow through expanded product offerings, strong customer…

PBY Capital

Client Service Associate

Toronto, ON, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Experience: 2-5 years of experience in financial services, investment management, wealth management, or a related field.
Posting language: English
Posted: Oct 29, 2026

Original job description

PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors. PBY provides access to a select group of investment strategies and delivers ongoing service, support, and investment insight to our clients and their team of investment professionals. Our first partner portfolio manager is Canso Investment Counsel, a leading corporate credit specialist. We’re also in the process of onboarding our second partner portfolio manager.

We’re seeking a relationship-oriented Client Service Associate to join our Toronto office. The successful candidate will work closely with senior team members to support client service, marketing and development initiatives. As a firm, we value teamwork, initiative, accountability, and a willingness to take ownership. Our culture is collaborative, with team members encouraged to contribute across multiple areas of the business.

This role will report to the Vice-President and provides exposure across client service, business development, marketing, and operations, helping the successful candidate develop a broad understanding of the business while building the skills, relationships, and business acumen required for long-term success in client-facing relationship management roles.

Key Responsibilities

Deliver an exceptional client experience while supporting relationships with clients, investment professionals, family offices, and other stakeholders.
Support business development initiatives, including prospect engagement, organizing client events, and assisting with conferences.
Collaborate internally and externally on marketing and brand-building initiatives, coordinating client communications, meeting materials, reporting, and follow-up activities.
Organize and support digital marketing efforts, including content development/thought leadership (LinkedIn), website updates and CRM campaigns.
Update and maintain accurate client, prospect records and distribution lists within CRM and other internal systems, and produce custom reports.
Presentation support/preparation: gather and organize information from portfolio management teams to support client meetings and communications (internal and external).
Support team members with client reporting, account analyses, and investment-related research.
Participate in manager oversight and KYP activities, including investment manager due diligence, portfolio analysis, strategy reviews, performance attribution, and monitoring of investment risks.
Support ongoing RFP, DDQ, and due diligence requests by coordinating information across internal and external stakeholders.
Support client onboarding and review account documentation for completeness and accuracy, specifically: account openings, account maintenance requests, and account setup processes, including KYC/AML documentation.
Process operational requests, subscriptions, redemptions, transfers, other account-related transactions, invoicing, operational reconciliation activities, ad-hoc requests, and reporting.
Support workflow enhancements, process improvements, reporting automation (using AI), and efficiency initiatives.
Participate in special projects and contribute to the continued growth of the firm.

Qualifications & Experience

Undergraduate degree in Business, Finance, Economics, or Accounting.
2-5 years of experience in financial services, investment management, wealth management, or a related field.
Family office, wealth management, operations and client service experience are considered assets.
CFA designation or CFA Program candidacy (Level 1,2,3) or CIM are preferred.
Strong proficiency in Microsoft Office, particularly Excel and PowerPoint.
Bilingual (English/French) is considered a strong asset.
Exceptional attention to detail and organizational skills.
Strong written and verbal communication skills.
Professional, client-focused mindset with a positive attitude.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Strong analytical and problem-solving capabilities.
Self-starter who takes ownership and works well independently.
Team-oriented individual who thrives in a collaborative environment.

We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance, please send an email with your request to pc@cansofunds.com. Your information will be treated as confidential.

We sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.

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More about this job

Responsibilities

Deliver client service and support relationship management, business development, marketing, and client communications. Coordinate onboarding, account transactions, reporting, investment due diligence, operational processes, and workflow improvements.

Requirements

An undergraduate degree in Business, Finance, Economics, or Accounting and 2–5 years of experience in financial services or a related field are sought. Candidates should have strong communication, organizational, analytical, and Microsoft Office skills; CFA candidacy, the CFA designation, or CIM is preferred.

Skills

Client Service
Business Development
Marketing
Investment Research
Investment Due Diligence
Portfolio Analysis
Performance Attribution
Client Reporting
CRM Management
Microsoft Excel
Microsoft PowerPoint
KYC/AML Documentation
Operational Reconciliation
Attention To Detail
Communication

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment Management
Wealth Management
Family Offices
Client Service
Relationship Management
Business Development
Marketing
CRM
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Client Reporting
Investment Due Diligence
Portfolio Analysis
Performance Attribution
Investment Risk Monitoring
RFP
DDQ
KYC
AML
Account Onboarding
Subscriptions
Redemptions
Transfers
Operational Reconciliation
Reporting Automation
Artificial Intelligence
CFA
CIM

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